Nicholas Willenbring (CRD# 5963209) is an Investment Advisor Representative working at Md Wealth Partners, Inc. in Westlake Village, CA and has over 12 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Md Wendell Wealth Partners Inc. | Westlake Village, CA | Feb 2019 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Beverly Hills, CA | Nov 2016 - Feb 2019 | 2 |
| Wells Fargo Advisors, LLC | Beverly Hills, CA | Apr 2015 - Nov 2016 | 1 |
| J.p. Morgan Securities | Los Angeles, CA | Jan 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- CA
-
Total Assets Under Management50MILLIONS
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Total Number of Accounts207ACCOUNTS
-
Average Account Value$241,903
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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